BB&T Securities’s iShares North American Natural Resources ETF IGE Stock Holding History

BB&T Securities’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-4,691	Closed	-$210K	–	1098
2014 Q3	$210K	Sell	4,691 -779	-14%	-$37.5K	﹤0.01%	962
2014 Q2	$273K	Hold	5,470	–	–	0.01%	852
2014 Q1	$242K	Buy	5,470 +23	+0.4%	+$986	0.01%	813
2013 Q4	$236K	Buy	5,447 +285	+6%	+$12.2K	0.01%	786
2013 Q3	$214K	Buy	+5,162	New	+$211K	0.01%	748

Other funds holding IGE

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

MCM

Makena Capital Management Menlo Park, California $952M AUM 13.93% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BB&T Securities's IGE Position: Q4 2014 in Review

BB&T Securities sold out of iShares North American Natural Resources ETF (IGE) in Q4 2014, closing a stake of 4,691 shares — an estimated $210K sold.

BB&T Securities first reported a position in IGE in Q3 2013 and held it in 5 quarters. The position peaked at $273K in Q2 2014. 145 funds tracked by Wall St. Rank hold IGE as of Q4 2014.

BB&T Securities reported no remaining iShares North American Natural Resources ETF position as of Q4 2014 after selling out during the quarter.
BB&T Securities sold 4,691 iShares North American Natural Resources ETF shares in Q4 2014, an estimated $210K.
BB&T Securities first reported a position in iShares North American Natural Resources ETF in Q3 2013 and held it in 5 quarters.
BB&T Securities's iShares North American Natural Resources ETF position peaked at $273K in Q2 2014.
145 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2014.

Based on BB&T Securities's 13F filing for Q4 2014, filed 22 Jan 2015.